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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,029 | $55,470-72.9% | $155,556-90.3% | $74,478-79.8% |
| Participation rate | 29.3% | 61.9%-32.6pp | 78.2%-49.0pp | 67.2%-38.0pp |
| Annual return | 11.91% | 269.80%-257.9pp | 64.84%-52.9pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $428 | $2,267-81.1% | $4,675-90.8% | $2,626-83.7% |
| Participant deferral / active EE | $750 | $2,838-73.6% | $5,631-86.7% | $4,350-82.8% |
| Admin fee / account holder | $1,649 | $1,744-5.4% | $15,885-89.6% | $1,946-15.2% |